Interactive Financial Advisors’s Chevron CVX Stock Holding History

Interactive Financial Advisors’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$232K	Sell	1,398 -184	-12%	-$34.2K	0.14%	71
2026 Q1	$327K	Buy	1,582 +88	+6%	+$16K	0.21%	65
2025 Q4	$228K	Buy	1,494 +16	+1%	+$2.44K	0.15%	72
2025 Q3	$230K	Hold	1,478	–	–	0.12%	77
2025 Q2	$212K	Buy	1,478 +2	+0.1%	+$282	0.1%	84
2025 Q1	$247K	Hold	1,476	–	–	0.13%	78
2024 Q4	$214K	Hold	1,476	–	–	0.11%	86
2024 Q3	$217K	Hold	1,476	–	–	0.11%	87
2024 Q2	$231K	Hold	1,476	–	–	0.13%	83
2024 Q1	$233K	Sell	1,476 -900	-38%	-$136K	0.13%	83
2023 Q4	$333K	Buy	2,376 +1,140	+92%	+$172K	0.18%	68
2023 Q3	$208K	Buy	+1,236	New	+$200K	0.14%	82
2023 Q2	–	Sell	-1,236	Closed	-$202K	–	82
2023 Q1	$202K	Hold	1,236	–	–	0.13%	80
2022 Q4	$222K	Hold	1,236	–	–	0.13%	83
2022 Q3	$178K	Hold	1,236	–	–	0.1%	90
2022 Q2	$179K	Hold	1,236	–	–	0.09%	82
2022 Q1	$201K	Hold	1,236	–	–	0.09%	84
2021 Q4	$145K	Hold	1,236	–	–	0.06%	98
2021 Q3	$125K	Hold	1,236	–	–	0.05%	96
2021 Q2	$129K	Hold	1,236	–	–	0.05%	100
2021 Q1	$130K	Hold	1,236	–	–	0.05%	95
2020 Q4	$104K	Hold	1,236	–	–	0.05%	92
2020 Q3	$89K	Hold	1,236	–	–	0.04%	88
2020 Q2	$110K	Hold	1,236	–	–	0.05%	82
2020 Q1	$90K	Hold	1,236	–	–	0.08%	56
2019 Q4	$149K	Hold	1,236	–	–	0.07%	83
2019 Q3	$147K	Hold	1,236	–	–	0.07%	76
2019 Q2	$154K	Hold	1,236	–	–	0.07%	76
2019 Q1	$152K	Buy	+1,236	New	+$146K	0.07%	67

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Interactive Financial Advisors's CVX Position: Q2 2026 in Review

Interactive Financial Advisors reduced its Chevron (CVX) stake by 12% in Q2 2026, selling an estimated $34.2K and leaving 1,398 shares worth $232K. The position accounts for 0.14% of the portfolio, ranked #71.

Interactive Financial Advisors first reported a position in CVX in Q1 2019 and has held it in 29 quarters since. The position peaked at $333K in Q4 2023. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Interactive Financial Advisors held 1,398 shares of Chevron worth $232K as of Q2 2026.
Interactive Financial Advisors sold 184 Chevron shares in Q2 2026, an estimated $34.2K.
Chevron made up 0.14% of Interactive Financial Advisors's portfolio in Q2 2026, its #71 holding.
Interactive Financial Advisors first reported a position in Chevron in Q1 2019 and has held it in 29 quarters since.
Interactive Financial Advisors's Chevron position peaked at $333K in Q4 2023.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Interactive Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.